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Illiquid
$etn and $hubb leading indicators for $iesc.
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$etn and $hubb leading indicators for $iesc.
My takeaways from the Eaton call:
-Data center demand hitting escape velocity: Q4 orders up ~200% YoY with sales up ~40%; order mix shifted to 50/50 cloud/AI in 2025 versus mostly cloud previously, with AI loads increasing dollar-per-megawatt content; hyperscalers reconfirmed 2026 CapEx plans; multi-tenant and new cloud players "never seen so active"
-Mega project pipeline provides multi-year visibility: $3 trillion mega project backlog up 30% YoY across 866 tracked projects; data centers represent 54% of YTD announcements; U.S. Dodge data center construction backlog now equals 11 years at 2025 build rates (206 GW); negotiations pipeline hit ~$10B in 2025, up 4x since 2019 at 26% CAGR; these projects convert to revenue over 3-5 years
-Portfolio reshaping toward AI/power infrastructure: Mobility spin-off removes ~$3B lower-growth business; acquired Fibrebond, Resilient Power (800V DC technology), Ultra PCS, pending Boyd Thermal for liquid cooling ($1.7B 2026 revenue expected); dollar-per-megawatt content rising from $2.9M to $3.4M post-Boyd
-Liquid cooling strategy focused on "inner loop" near the chip: Boyd acquisition brings 500 engineers and positions Eaton in cold plates, CDUs, and manifolds protecting revenue-generating assets; NVIDIA's hotter-running chips don't negatively impact inner loop = actually require more sophisticated components; early technical engagement across all chip platforms and hyperscaler roadmaps; partnering with chiller specialists on "outer loop" rather than competing directly tweet
God of Prompt
I was right.. OpenAI team was cooking
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I was right.. OpenAI team was cooking
GPT-5.2 and GPT-5.2-Codex are now 40% faster.
We have optimized our inference stack for all API customers.
Same model. Same weights. Lower latency. tweet
X (formerly Twitter)
OpenAI Developers (@OpenAIDevs) on X
GPT-5.2 and GPT-5.2-Codex are now 40% faster.
We have optimized our inference stack for all API customers.
Same model. Same weights. Lower latency.
We have optimized our inference stack for all API customers.
Same model. Same weights. Lower latency.
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @eastasiaecon: @World_Data_A While not for semi specifically, this is another way of showing how much the direction of trade has changed. https://t.co/7TOrxWBGHd
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RT @eastasiaecon: @World_Data_A While not for semi specifically, this is another way of showing how much the direction of trade has changed. https://t.co/7TOrxWBGHd
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Offshore
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Startup Archive
Tobi Lutke on why you want rivals for your company
“If you compete with another company, there’s a lot of copying,” Shopify founder Tobi Lutke begins. “Companies tend to get obsessed — there are companies where the most active channel in their slack is the competitive analysis channel, where people just share everything everyone else is doing. While that has some merit, I think the problem is that makes companies very reactionary.”
Tobi explains:
“In the arts, part of everyone’s art studies is copying the great pieces. You make copies of great works. But your painting will never be at the quality of a Van Gogh if you just copy it. Mimicry is actually not an excellent way for getting to excellence, and companies end up falling very much into this.”
He contrasts this with treating your competitors as rivals:
“If you treat other companies in your space as rivals, it’s much easier to have a positive-sum outcome there because rivalries inspire you to be your best.”
He draws some examples from the sports world:
“[Andre] Agassi could not have been Agassi without [Pete] Sampras being there, and he very clearly states this in his book . . . The rivalry [Agassi] created for himself created him in a very real way. In The Last Dance, Michael Jordan admits that he might’ve made up a slight at some point, which to me is one of the most profound moments.”
Video source: @davidsenra (2026)
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Tobi Lutke on why you want rivals for your company
“If you compete with another company, there’s a lot of copying,” Shopify founder Tobi Lutke begins. “Companies tend to get obsessed — there are companies where the most active channel in their slack is the competitive analysis channel, where people just share everything everyone else is doing. While that has some merit, I think the problem is that makes companies very reactionary.”
Tobi explains:
“In the arts, part of everyone’s art studies is copying the great pieces. You make copies of great works. But your painting will never be at the quality of a Van Gogh if you just copy it. Mimicry is actually not an excellent way for getting to excellence, and companies end up falling very much into this.”
He contrasts this with treating your competitors as rivals:
“If you treat other companies in your space as rivals, it’s much easier to have a positive-sum outcome there because rivalries inspire you to be your best.”
He draws some examples from the sports world:
“[Andre] Agassi could not have been Agassi without [Pete] Sampras being there, and he very clearly states this in his book . . . The rivalry [Agassi] created for himself created him in a very real way. In The Last Dance, Michael Jordan admits that he might’ve made up a slight at some point, which to me is one of the most profound moments.”
Video source: @davidsenra (2026)
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Benjamin Hernandez😎
Trump claims India will halt Russian oil purchases, though execution is tricky. Energy markets may react to supply fears, but no direct U.S. stock tickers apply here. https://t.co/D8PFy8X8KW
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Trump claims India will halt Russian oil purchases, though execution is tricky. Energy markets may react to supply fears, but no direct U.S. stock tickers apply here. https://t.co/D8PFy8X8KW
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Moon Dev
Clawbot zoom starting
We are jumping into the private clawdbot for trading zoom right now
I’ll be here for the next 3 hours
You get the replay and all bonuses of you get in before the end
Join: https://t.co/JbJdIbW2p9
moon
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Clawbot zoom starting
We are jumping into the private clawdbot for trading zoom right now
I’ll be here for the next 3 hours
You get the replay and all bonuses of you get in before the end
Join: https://t.co/JbJdIbW2p9
moon
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The Transcript
RT @TheTranscript_: $FCX Freeport-McMoRan CEO: "global inventories of copper on exchanges have risen in recent months during a period of sharp increases in copper prices. Most analysts are projecting that the market will be tightly balanced during 2026, with some projecting deficits and others small surpluses."
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RT @TheTranscript_: $FCX Freeport-McMoRan CEO: "global inventories of copper on exchanges have risen in recent months during a period of sharp increases in copper prices. Most analysts are projecting that the market will be tightly balanced during 2026, with some projecting deficits and others small surpluses."
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